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ICAHN ENTERPRISES L.P.（IEP）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
ICAHN ENTERPRISES L.P.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.7B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 0.0%，领先23.5%），ICAHN ENTERPRISES L.P.同比增速更快（5.4% vs -36.8%），过去两年ICAHN ENTERPRISES L.P.的营收复合增速更高（4.5% vs -11.9%）
伊坎企业有限合伙企业是美国上市的 Master 有限合伙企业与多元化集团，总部位于佛罗里达州阳光岛海滩的弥尔顿大厦。公司投资布局覆盖能源、汽车、食品包装、金属、房地产、家居时尚等多个领域，由知名投资人卡尔·伊坎控股，其持股比例达86%。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
IEP vs RNR — 直观对比
营收规模更大
IEP
是对方的1.2倍
$2.2B
营收增速更快
IEP
高出42.1%
-36.8%
净利率更高
RNR
高出23.5%
0.0%
两年增速更快
IEP
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $1.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 0.6% | — |
| 净利率 | 0.0% | 23.5% |
| 营收同比 | 5.4% | -36.8% |
| 净利润同比 | 101.0% | 72.6% |
| 每股收益（稀释后） | — | $6.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收IEPRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.4B | $3.2B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.8B | $4.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润IEPRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $1.0M | $760.5M | ||
| Q3 25 | $287.0M | $916.5M | ||
| Q2 25 | $-165.0M | $835.4M | ||
| Q1 25 | $-422.0M | $170.0M | ||
| Q4 24 | $-98.0M | $-189.7M | ||
| Q3 24 | $22.0M | $1.2B | ||
| Q2 24 | $-331.0M | $503.9M |
营业利润率IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 42.5% | ||
| Q3 25 | 19.7% | 46.3% | ||
| Q2 25 | -10.4% | 41.8% | ||
| Q1 25 | -35.0% | -2.0% | ||
| Q4 24 | -5.2% | -3.6% | ||
| Q3 24 | 2.4% | 43.7% | ||
| Q2 24 | -21.9% | 25.0% |
净利率IEPRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.0% | 25.6% | ||
| Q3 25 | 10.5% | 28.7% | ||
| Q2 25 | -7.0% | 26.1% | ||
| Q1 25 | -22.6% | 4.9% | ||
| Q4 24 | -3.8% | -8.3% | ||
| Q3 24 | 0.8% | 29.8% | ||
| Q2 24 | -15.0% | 17.8% |
每股收益（稀释后）IEPRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $9.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.4B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $14.2B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资IEPRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.3B | $1.6B | ||
| Q2 24 | $2.2B | $1.6B |
总债务IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益IEPRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $10.2B |
总资产IEPRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $14.2B | $53.8B | ||
| Q3 25 | $14.8B | $54.5B | ||
| Q2 25 | $14.8B | $54.7B | ||
| Q1 25 | $15.5B | $53.6B | ||
| Q4 24 | $16.3B | $50.7B | ||
| Q3 24 | $17.4B | $52.8B | ||
| Q2 24 | $18.0B | $51.6B |
负债/权益比IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-421.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-496.0M | — |
| 自由现金流率自由现金流/营收 | -18.4% | — |
| 资本支出强度资本支出/营收 | 2.8% | — |
| 现金转化率经营现金流/净利润 | -421.00× | — |
| 过去12个月自由现金流最近4个季度 | $-654.0M | — |
8季度趋势，按日历期对齐
经营现金流IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | $-421.0M | $483.0M | ||
| Q3 25 | $15.0M | $1.6B | ||
| Q2 25 | $275.0M | $1.5B | ||
| Q1 25 | $-182.0M | $157.8M | ||
| Q4 24 | $244.0M | $778.9M | ||
| Q3 24 | $-54.0M | $1.5B | ||
| Q2 24 | $893.0M | $1.2B |
自由现金流IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | $-496.0M | — | ||
| Q3 25 | $-67.0M | — | ||
| Q2 25 | $179.0M | — | ||
| Q1 25 | $-270.0M | — | ||
| Q4 24 | $156.0M | — | ||
| Q3 24 | $-112.0M | — | ||
| Q2 24 | $827.0M | — |
自由现金流率IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | -18.4% | — | ||
| Q3 25 | -2.5% | — | ||
| Q2 25 | 7.6% | — | ||
| Q1 25 | -14.5% | — | ||
| Q4 24 | 6.1% | — | ||
| Q3 24 | -4.0% | — | ||
| Q2 24 | 37.6% | — |
资本支出强度IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 4.1% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 2.1% | — | ||
| Q2 24 | 3.0% | — |
现金转化率IEPRNR
| Q1 26 | — | — | ||
| Q4 25 | -421.00× | 0.64× | ||
| Q3 25 | 0.05× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | -2.45× | 1.26× | ||
| Q2 24 | — | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IEP
| Public Utilities Inventory Petroleum Products | $1.6B | 61% |
| Other | $381.0M | 14% |
| Automotive Services | $345.0M | 13% |
| Nitrogen Fertilizer Products | $131.0M | 5% |
| Food Packaging Segment | $82.0M | 3% |
| Home Fashion Segment | $45.0M | 2% |
| Renewable Products | $32.0M | 1% |
| Pharma Segment | $23.0M | 1% |
| Holding Company | $11.0M | 0% |
RNR
暂无分部数据
